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Hello all
I am trying to gather data for a lead report and for the life of me i can't seem to figure this one out! My objective is to figure out
-the amount of leads that were closed in a particular time period.
-the amount of leads that were converted to opportunities in a particular time period.
-the average age of when one of these events happened
Hi, Massimo,
Late... but hope it helps.
There is a field named date_closed. This field, as far as I know, is invisible, and you can make it visible in your form.
So you can make this kind of reports by filtering your search with this filed.
Cheers!
Pere
Thanks for the answer Pere!
This is one of those things that has still been an issue for us. It seems that the closing date is populated when the lead/opportunity finally gets closed. This is great for when they do get closed. For data specifically around conversion from lead to an opportunity such as date and what stage it was in at that point we still don't seem to have an easy way. Any idea?
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Is there a date field set on the opportunity when it is converted to a lead? Or is this only noted in the message section?